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Table of Contents

Section overview

Taxes profiles, equally as Time profiles, is a JeraSoft Billing tool that makes the process of clients' rate tables management exceptionally agile. Taxes profile is a set of tax rules that can be applied to client's rate tables in different taxation schemes. This section allows you to add, edit, and delete profiles and is presented in the form of a table with the following columns (see screenshot):

Screenshot: Taxes Profiles section

Column Name	Description
ID	Taxes profile's identification number
Name	Name of a taxes profile (clickable, to access taxation values for Customer type profile)
Profile Owner	List of resellers corresponding taxes profile was assigned to
Notes	Additional information regarding a taxes profile
Sort Order	Order of the entity in the list

Functional buttons/icons, presented in the section, are as follows:

Button/Icon	Description
	Allows to create a new taxes profile
	Allows to manage an existing taxes profile on a list
	Allows deleting a taxes profile from the system. Requires confirmation
	Opens the Advanced Search drop-down menu

Advanced Search

In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a blue downward arrow icon, a drop-down menu with the following structure is displayed:

Screenshot: Advanced Search drop-down menu

Field

Description

Profile Owner

Select from the list of all Resellers, Sub-resellers and Managers registered in the system

Status

Select the status of a taxes profile:

Active
Archive

To apply the specified search criteria, click the Search button; to cancel the applied parameters, click the Reset button.

Creating a New Taxes Profile

To create a new profile, you need to:

Click the New Taxes Profile button
Fill in mandatory fields (specified in tables below)
Click the OK button

You can select the type of a taxes profile while creating a profile:

Type: Customer

Screenshot: New Taxes Profile window (Customer)

Field			Description
Name			Name of a taxes profile
Profile Owner			Select from the list of all Resellers, Sub-resellers and Managers registered in the system
*Type*			Select the tax profile type from a drop-down list: Customer SureTax Compliance Solutions Avalara
Invoice Notes			If specified, this information will be displayed in issued Invoices
Notes			Additional information regarding a taxes profile
Sort Order			Order of the entity in the list

Type: SureTax

Screenshot: New Taxes Profile window (SureTax)

Section

Field

Description

General Settings

Name

Name of a taxes profile

Profile Owner

Select from the list of all Resellers, Sub-resellers and Managers registered in the system

Type

Select the tax profile type from a drop-down list:

Customer
SureTax
Compliance Solutions
Avalara

Invoice Notes

If specified, this information will be displayed in issued invoices

Notes

Additional information regarding a taxes profile

Sort Order

Order of the entity in the list

SureTax Settings

Client Number

Used when issuing invoices for clients with selected SureTax profile

Validation Key

Used for clients with selected SureTax profile

Test profile checkbox

Check to specify that a created SureTax profile is a test one

Exemption Codes

List Tax Exemption Codes to not calculate them within this profile

Extra Chagres Settings

Default settings for Extra Charges taxation.

Tip

title	Tip

You can set separate Rules/Codes per Extra Charge if needed. For this, when creating an Extra Charge in Transactions, add a Tag, specifying both Situs Rule and Trans Type Code, like suretax:04-010101.

Situs Rule

Select a Situs Rule from the list of available ones:

04 - Zip code
05 - Zip code + 4

Trans Type Code

Specify a Trans Type Code for this Rule (e.g., 010101)

Package Fees Settings

Default settings for Package Fees taxation.

Tip

title	Tip

You can set separate Rules/Codes per Package Fee if needed. For this, when adding a Fee to a Package, set a Tag, specifying both Situs Rule and Trans Type Code, like suretax:04-010101.

Situs Rule

Select a Situs Rule from the list of available ones:

04 - Zip code
05 - Zip code + 4

Trans Type Code

Specify a Trans Type Code for this Rule (e.g., 010101)

Services Settings

Safe Harbor

Specify a numeric value to set static traffic distribution between interstate/intrastate

Info

title	Note

The Safe Harbor logic applies to transactions for services only (i.e. calls).

Defaults

Default settings for Services taxation.

Tip

title	Tip

You can set separate Rules/Codes per Account if needed. For this, when creating an Account, add a Tag, specifying both Situs Rule and Trans Type Code, like suretax:04-010101.

You can also do this via the Traffic Processing section by creating a rule that will be adding needed Tags to traffic.

Service

Set a Service for the rule:

Calls
SMS
Data

Direction

Select a Direction from the list of available ones:

NANP to NANP
NANP to non-NANP
non-NANP to NANP
non-NANP to non-NANP

Trans Type Code

Specify a Trans Type Code for this Rule (e.g., 010101)

Situs Rule

Select a Situs Rule from the list of available ones:

01 - Two-out-of-Three test using NPA-NXX
02 - Billed to number
03 - Origination number
04 - Zip code
05 - Zip code + 4

Type: Compliance Solutions

Screenshot: New Taxes Profile window (Compliance Solutions)

Section

Field

Description

General Settings

Name

Name of a taxes profile

Profile Owner

Select from the list of all Resellers, Sub-resellers and Managers registered in the system

Type

Select the tax profile type from a drop-down list:

Customer
SureTax
Compliance Solutions
Avalara

Invoice Notes

If specified, this information will be displayed in issued invoices

Notes

Additional information regarding a taxes profile

Sort Order

Order of the entity in the list

Compliance Solutions Settings

Client Access Code

Used when issuing invoices for clients with selected Compliance Solutions profile

Exemption Codes

List Tax Exemption Codes to not calculate them within this profile

Extra Chagres Settings

Default settings for Extra Charges taxation

Tip

title	Tip

You can set separate Codes per Extra Charge if needed. For this, when creating an Extra Charge in Transactions, add a Tag, specifying both Product Code and Service Code, like compliance:V001-1.

Product Code

Specify the Product Code for the Extra Charges

Service Code

Specify the Service Code for the Extra Charges

Package Fees Settings

Default settings for Package Fees taxation

Tip

title	Tip

You can set separate Codes per Package Fee if needed. For this, when adding a Fee to a Package, set a Tag, specifying both Product Code and Service Code, like compliance:V001-1.

Product Code

Specify the Product Code for the Package Fees

Service Code

Specify the Service Code for the Package Fees

Services Settings

Safe Harbor Override

Specify a numeric value to set static traffic distribution between interstate/intrastate

Info

title	Note

The Safe Harbor logic applies to transactions for services only (i.e. calls).

Fill in this field to request Compliance Solutions to override static distribution. If the field is empty, defined static distribution will be used.

Defaults

Default settings for Services taxation

Service

Set a Service for the rule:

Calls
SMS
Data

Product Code

Specify the Product Code for the Service

Service Code

Specify the Service Code for the Service

Info
While using SureTax or Compliance Solutions profile type, the tax values cannot be managed manually in the system as the taxes will be automatically dipped from third-party tax calculation services. Only the Customer profile allows managing the tax values.

Type: Avalara

Screenshot: New Taxes Profile window (Avalara)

Section

Field

Description

General Settings

Name

Name of a taxes profile

Profile Owner

Select from the list of all Resellers, Sub-resellers and Managers registered in the system

Type

Select the tax profile type from a drop-down list:

Customer
SureTax
Compliance Solutions
Avalara

Invoice Notes

If specified, this information will be displayed in issued invoices

Notes

Additional information regarding a taxes profile

Sort Order

Order of the entity in the list

Avalara Settings

Username

Company's username in Avalara

Password

Company's password in Avalara

Client ID

Unique identifier of your company provided by Avalara

Client Profile ID

Avalara Profile ID you want to use. Leave empty for default configuration

Test profile checkbox

Check to specify that a created Avalara profile is a test one

Company Address

Company address that will be used as billing address. Please fill in the respective:

State
City
Street Address
Zip Code

Extra Chagres Settings

Default settings for Extra Charges taxation

Tip

title	Tip

You can set separate Codes per Extra Charge if needed. For this, when creating an Extra Charge in Transactions, add a Tag, specifying both Transaction Type and Service Type, like avalara:19-30.

Transaction Type

Specify the Transaction Type for the Extra Charges

Service Type

Specify the Service Type for the Extra Charges

Package Fees Settings

Default settings for Package Fees taxation

Tip

title	Tip

You can set separate Codes per Package Fee if needed. For this, when adding a Fee to a Package, set a Tag, specifying both Transaction Type and Service Type, like avalara:19-30.

Transaction Type

Specify the Transaction Type for the Package Fees

Service Type

Specify the Service Type for the Package Fees

Services Settings

Safe Harbor Override

Specify a numeric value to set static traffic distribution between interstate/intrastate

Info

title	Note

The Safe Harbor logic applies to transactions for services only (i.e. calls).

Fill in this field to request Avalara to override standard static distribution. If the field is empty, defined static distribution will be used.

Defaults

Default settings for Services taxation

Service

Set a Service for the rule:

Calls
SMS
Data

Transaction Type

Specify the Transaction Type for the Service

Service Type

Specify the Service Type for the Service

Note
Please note that you cannot change the taxes profile type after creation.

Tax Values Management

To manage a tax value within the Customer type of the taxes profile, you need to click the respective profile name. In the pop-up window, you can add a new rule by clicking Add Tax Value or edit already existing values. The structure of a pop-up window is as follows:

Screenshot: Tax Values Management

Field			Description
Name			Name of the tax value added to this profile
Value			Specify a tax value in %
Effective from			Start date of a corresponding tax value
Tag			Specify tag(s) you would like to be applied to corresponding tax value. If no tags are added, you can leave the field blank
Priority			Specify the priority of tax value usage

While operating with tax values, you can apply Advance Search to find the value you might be interested in. To do so, click on a red downward arrow icon in the top right corner of the pop-up window and set the Status and Status Date fields:

Status:

current on - if chosen, all tax values with the latest Effective from field value will be displayed

old for - if chosen, all tax values, whose Effective from field value is older in comparison to its current one, will be displayed

future for - if chosen, all tax values, whose Effective from field value > Date, will be displayed

all - if chosen, all tax values will be displayed

Date - set the time and date that will be applied for the search.

By default, tax values displayed in a pop-up window are filtered by the current on status.

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Tip

In cases when you determine a Priority status, you basically set the order of the taxation. So, the tax with Priority 1 will add % tax to operation sum, the tax with Priority 2 will add tax % to the resulted sum (operation sum + 1^st tax %). Each following priority will add % tax to operation sum plus all the previous priorities values.

For example:

If operation sum is 100 USD, and there is a single tax with Priority 1 and a value of 10%, the taxation result will be 10 USD, so full operation plus tax is 110 USD.

If there are two taxes with priorities of 1 and 2, and values of 10% and 20%, respectively, then the first tax yield will be 10 USD, and second tax yield will be 22 USD (because 20% is calculated from sum of operation + previous tax), and total will be 100 + 10 + 22 = 132 USD.

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Warning

You cannot delete or archive a tax profile that is currently assigned to the Client, Call Shop, Reseller, or Calling Card

Versions Compared

Old Version 17

New Version Current

Key

Section overview

Advanced Search

Creating a New Taxes Profile

Type: Customer

Type: SureTax

Type: Compliance Solutions

Type: Avalara

Tax Values Management